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Adding a Report from another List to an Email

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Posted on by crjwarre

Hello! Thanks to @mdevaney , I have a form that sends an email to the user when new information is added. This works beautifully, but I am wondering if it would be possible to also add a Report from another List where Lot # = Lot # and then pull the information from that list into the same email. Thank you for your time!!

Back(); Set(newRecord, EditForm1.LastSubmit);
Office365Outlook.SendEmail(
	User().Email,
	"Update for Lot# " & newRecord.'Lot #' & " MBR#" & newRecord.'MBR Number',
	
	"<b>Lot #: </b>"& newRecord.'Lot #'& "<p>" &
	"<b>MBR #: </b>"& newRecord.'MBR Number' & "<p>"&
If(!IsBlank(newRecord.'SKU3 Filled'), "<b>SKU3 Filled: </b>"& newRecord.'SKU3 Filled' & "Units" & "<p>")
, 
 
 {IsHtml: true, Importance: "Normal"}

);

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mdevaney 29,991 Moderator on at

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@crjwarre
Yes, you could use a LOOKUP function to retrieve another record from a different list having a matching Lot#. Place the code directly after where you create newRecord as a variable.

Set(otherListRecord, LookUp(your_target_listname, 'Lot #', newRecord.'Lot #'));

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crjwarre 62 on at

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Thank you! I will try this when I'm at work next!

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KrishnaV 5,023 on at

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Along with the solution from @mdevaney , I have noticed you are using User().Email this will pulldown the App performance. To avoid that at App onStart property create a global variable as Set(varUser,Office365Users.MyProfileV2()); (include Office365Users to work this). Now in your code say varuser.mail.

which is eventually be as follows:
Office365Outlook.SendEmail( varUser.mail, "Update for Lot# " & newRecord.'Lot #' & " MBR#" & newRecord.'MBR Number', "Lot #: "& newRecord.'Lot #'& "" & "MBR #: "& newRecord.'MBR Number' & ""& If(!IsBlank(newRecord.'SKU3 Filled'), "SKU3 Filled: "& newRecord.'SKU3 Filled' & "Units" & "") , {IsHtml: true, Importance: "Normal"} );

Regards,
Krishna
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mdevaney 29,991 Moderator on at

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@KrishnaV

I do that too, but for a totally different reason. User().Email is not delegation-friendly when using a FILTER function but Set(varUser, User().Email) is. So weird...

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KrishnaV 5,023 on at

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Sir,

It is the best practice I have read in many of the MVP blogs, as you said user().email is not a delegable in filter this the recommended approach for better performance. Please correct me if you that as a wrong approach. I made it as a practice as I see immense change in performance (on a large Apps).

Regards,
Krishna
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crjwarre 62 on at

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Ok, so in my case I would list Set(In-Process Issues, LookUp(In-Process Issues, 'Lot #', newRecord.'Lot #')); or would the otherListRecord be the field from the list I want to display?

@mdevaney

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crjwarre 62 on at

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Hello, when I attempt this code, it throws Incompatible Type in the OnStart field for the app

@KrishnaV

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mdevaney 29,991 Moderator on at

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@crjwarre
Suggest you use the @ symbol to tell us who you responding to. There are multiple responders on the thread 🙂

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mdevaney 29,991 Moderator on at

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@crjwarre
I believe there was an error in my previous code 😮 I did not have any comparison in my LOOKUP 😉

LookUp(In-Process Issues, 'Lot #' = newRecord.'Lot #');

Note: In-Process Issues is assumed to be your "other" list in my example

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crjwarre 62 on at

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Conceptual Issues
Hi, I think I'm having some conceptual issues with the formula, and I wanted to make sure my understanding was correct:
Formula: Set(In-Process Issues, LookUp(In-Process Issues, 'Lot #' = newrecord.'Lot #'))
So the Set() function is identifying the list to get the information from, and then the LookUp specifies the List again, and then is supposed to match where the entries are equal across the lists) I am getting an error in my code thus far.
My other question is where would a function such as this pull the information from a column in the List In-Process issues called Event Description.

To put it in terms I am more familiar with, I want to perform (if it were a SQL Table) a Union WHERE Lot Number is the newRecord and pull any entries in Event Description column

@mdevaney

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